Practice and client management

The annual list recognizes top leaders from accounting firms across the country.

Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.

No, that’s not a typo. You can focus on five figures per hour once you know how best to leverage your time.

The combination of the two Top 100 Firms continues Armanino’s national expansion.

Capital gains at death; ounces of prevention; extremely dark money; and other highlights from our favorite tax bloggers.

CPA firms should look at their client base as if it were a bell curve.

Partner retreats are a hot topic this time of year, with planning for a summer or late October meeting.

A new report from the Association for Accounting Marketing and the Hinge Research Institute found that the last year-plus had a positive impact on firms by accelerating key tech and process changes.

Talk is easy, results are the challenge. What should your firm do?

The IFRS Foundation is looking for a chair and vice-chair of a board that will set global ESG reporting standards.

Writing something that people would want to read is essential to establishing yourself as an expert, publicizing your practice, sharing what you know and your experience, and learning more about your topic.

While some are scouting for prospects, others are still recovering.

As the pandemic moves into its final stages, accountants need to be planning their own and their clients' exits.

Most accountants aren't spending enough time thinking about their clients' problems, or about their own firm.

$50 a month can upgrade your business and your relationship with clients.

The goal of the offset market is to reduce emissions, but without clear accounting and strict regulations there’s a big risk of greenwashing.

The Internal Revenue Service has been pilot testing new technology allowing for secure tax transcript retrieval that can integrate with an accounting firm’s practice management system.

Tax season has the largest concentration of clients and presents the best opportunity to find out what clients think about your services.

Three of the biggest obstacles businesses face are financial instability, bringing employees back to the office, and developing a COVID-19 vaccine policy. Accountants can help clients through each of these areas.

There’s never been a better time to empower your team to adopt a more strategic and proactive attitude when engaging clients.